ANET

Arista Networks, Inc.

One filing signal, as this feed published it.

ANET Arista Networks, Inc. BEARISH conviction 1

2026-08-20: Duda Kenneth (Director, President and CTO) — scheduled sell (10b5-1 plan) — $8.0M of ANET (open-market, Form 4, code S) [10b5-1 plan] [exercise-and-sell: sold 43,333 sh, 32,818 of them (76%) exercised the same day (17,333 of those at $14.15-$15.28, 15,485 at no cost) vs a $185.42 avg sale — $260.3K cost to acquire, $7.8M net; the held position FELL by 10,515 on the day after 15,541 withheld for the exercise price or the tax (code F) — that many of the shares sold came out of stock the filer already held] [CORRECTION 2026-08-29: round 8 — invented-quantity (a strike range over shares that cost nothing). the row claimed "$176.6K strike bill" — the filing's own lot costs $260.3K (260,273.24 renders as $260.3K); the row claimed "32,818 sh at $14.15-$15.28" — cannot produce the $260.3K bill the same clause publishes (32,818 x $14.15 = $464,374.70, x $15.28 = $501,459.04; bill is $260,273.24); the row claimed "$176.6K cost to acquire, $7.9M net" — gross minus the bill is $7.8M ($8,034,698.82 - $260,273.24 = $7,774,425.59). Re-derived from the filing under the fixed parser and re-checked against it claim by claim. Original text in signal_events]

Trade date
2026-08-20
Flagged
2026-08-25

SEC Form 4 on EDGAR permalink 0001596532-26-000210

Everything sibyl flagged on 2026-08-25

What these fields mean

Direction
Direction (BULLISH/BEARISH) classifies the event, not the price. It is not a forecast, and no scout's direction has been validated as predictive.
Conviction
Confidence is a heuristic conviction score, not a calibrated probability. On a single filing it is the scout's own 1-5 grade; on a row that rolls several filings together it is their SUM and has no ceiling, so it can read above 5. The stored number is published as it stands — never clamped, never hidden.
Dates
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